How does working together work?

How we work together depends on the level of service:

If you handle your own bookkeeping:

• You maintain your records throughout the year
• We complete your year-end financial statements and tax filings
• Tax planning is done at year-end based on finalized numbers

If we handle your bookkeeping:

• We maintain your books throughout the year
• We complete filings and keep records up to date
• We handle year-end and provide more ongoing visibility

This allows you to choose the level of support that fits your needs.